Knowledge Base
CPL Software Ltd
CPL SoftwareBlockworx for Contractors
If you are a contractor and use Blockworx click here
Recent Articles
Connect - Admin: Client Portal
This article is part of the Connect section. Find all related articles here: Connect The New Client Portal can be customised in Connect. You can configure the following aspects to match your organisation’s branding and settings: Company Branding To ...In-Tray - Linking and Posting in the In-Tray
This article is part of the In-Tray section. Find all related articles here: In-Tray Once you have added a document to the In-Tray, you are ready to link it to the relevant record. Linking Files You can link documents and invoices to different areas ...In-Tray - Introduction and Set-Up
This article is part of the In-Tray section. Find all related articles here: In-Tray Introduction In-Tray is a document management system which allows users to streamline the document flow throughout an office and electronically file documents and ...In-Tray - In-Tray Outlook Add-In
This article is part of the In-Tray section. Find all related articles here: In-Tray Setting up the In-Tray Outlook Add-In If you have the In-Tray module, the In-Tray Outlook Add-In can be installed on each user's machine from the RPM_Distributions ...In-Tray - Reinstating the In-Tray Outlook Add-In
This article is part of the In-Tray section. Find all related articles here: In-Tray If you notice the Outlook Add-In is missing from the menu bar, Outlook may have disabled it. Reinstating an Inactive Add-In If you haven't used the Add-In for a ...
Popular Articles
CPL Release Notes
In the table below you will find links to access copies of CPL's Release Notes from Version 2.55 onwards. Version Release Date Click to View Notes 2.74 30th April 2025 Client Portal 3.2B 24th April 2025 Connect 3.2B 24th April 2025 2.73 2nd April ...Insurance Module
You will find links below to 2 Insurance Module Training Guides which take you through setting up insurance policies in CPL and running through the insurance claims process. Insurance Policies Training Guides Insurance Policies Training Guide v1.2 ...FAQs
Frequently Asked Questions Below you will find a list of FAQs that will hopefully help you resolve any questions you may have. We will continue to add to this list. If you have anything you would like to suggest for inclusion here then please get in ...Properties - Estimated Annual Expenditure (EAE)
This article is part of the Properties section. Find all related articles here: Properties The Estimated Annual Expenditure (EAE) is an amount that can be set on the properties in CPL. You’ll need to fill in the EAE for direct debits to be calculated ...Budgeted Accounts
Budgeted Accounts Training Guides You will find links below to 6 Budget Account Training Guides which take you through the whole process for setting up and using budgeted accounts for developments in CPL. Budgeted Accounts Training Guides Budget ...